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Omaha, NEPHONE NUMBER AVAILABLE - EMAIL AVAILABLEPROFESSIONAL SUMMARYBusiness driven individual with 31 years of tax experience with 23 in a management position. Experience in international, federal and state and local tax matters. Experience in client rapport and mentor of staff.SkillsTax and Accounting research Tax Issues ResolutionMentoring and Managing Staff Mentoring staff and developing internal and external training.Tax planning and controversyWork History6/1/2021 Present Independent ConsultantCurrently working in Mergers and Acquisitions for a start-up Healthcare businessTax contractor12/2017- 2/2021 SALT DirectorCohnReznick LLP Tysons, VACreating sales tax decision matrices for several clients eliminating tax exposureConducting income/franchise and sales tax nexus studies estimating $1million in client tax exposure.Resolving tax exposure by completing State Voluntary Disclosure Programs.Successfully appealing various clients income/franchise tax assessments in the amount of $50,000.5/2007-12/2017 Director, SALT COEJefferson Wells International Vienna, VAResponsible for building SALT practice and grew revenue from $6 million to $10 million over 2 years.Responsible for two large clients average revenue exceeding $1 million annually.Developed best practice training for clients covering federal and state income/franchise, sales and use, property taxes and unclaimed proprertyRecover $7.3 million in sales tax from one state.Represented client in a sales tax audit recovering $2.2 million in over payments.6/1999 4/2007 Vice President of TaxVertis, Inc.- Baltimore, MDNegotiated $8 million in interest and penalty savings at IRS Appellate level.Build internal tax department handling all taxes.Reduced property taxes by $1 million over 4 years.Reduced the sales tax accrual by $7 million by implementing the correct taxing of customers.Negotiated termination of leverage leases with team bring in $31 million in cash flow.Discover a $500,000 VAT error due to intercompany accounting that was recovered.Education1986 Masters in taxation:University of Baltimore Baltimore, Maryland1980 Accounting Course WorkTowson State University Towson,1972 Bachelors of Science: BiologySalisbury University Salisbury, MarylandCertification1982 CPA License # 9004 MarylandAfilliationsAmerican Institute of Certified Public Accountants Tax DivisionMaryland Association of Certified Public Accountants |